Senior Private Wealth Strategist

Simmons Bank•Franklin, TN

22h

About The Position

This position ensures that Private Wealth accounts are administered appropriately and works closely with clients, their professional advisors, and account portfolio managers. The role administers accounts of medium to high complexity, maintains contact with major client relationships, and collaborates with portfolio managers to support suitable asset allocations and review-meeting schedules. It also helps develop new trust and investment management clients through work with bankers and professionals in legal and accounting fields, and ensures appropriate accountings are provided to relevant parties. If serving in a Team Lead role, the position supervises assigned associates, including hiring, performance management, salary recommendations, onboarding and training, and staff skill development. The role also assists with budget preparation, participates in civic and professional organizations, and ensures departmental work complies with applicable laws, regulations, policies, and procedures, including completion of required compliance training. Other duties may be assigned.

Requirements

A BS/BA degree from an accredited university or college, or six or more years of experience in wealth management.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret procedure manuals, business correspondence or journals, and government regulations.
Ability to read, analyze, and interpret financial reports and legal documents.
Ability to write business correspondence, routine reports, and procedures.
Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.
Ability to speak and present information effectively in one-on-one and small-group situations.
Good oral and written communication skills.
Good problem-solving skills and the ability to develop creative solutions.
Computer skills with MS Word, Excel, and Outlook.

Nice To Haves

Courses related to investments, financial planning, estate administration, or another trust-related field are helpful.

Responsibilities

Maintain a high level of contact with major client relationships.
Administer assigned accounts, including accounts with medium to high levels of complexity.
Work with portfolio managers to ensure appropriate asset allocations and review-meeting frequency for major client relationships.
Work with bankers and legal and accounting professionals to develop new trust and investment management clients.
Ensure appropriate accountings are provided to necessary parties.
When in a Team Lead role, supervise assigned associates, including hiring, performance management, salary recommendations, training, and skill development.
Assist in budget preparation.
Participate in civic, community, banking, trust, and legal organizations.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, and complete required compliance training.
Perform other duties and responsibilities as assigned.